Team Leader - Private Wealth - Broking/NBFC (7-15 Yrs) Mumbai/Delhi NCR/Delhi (BFSI Sales)

- Maintaining client relationships and generate AUM from preferred clients.- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities.- The wealth advisor will have to undertake the following responsibilities:- To prospect, acquire and retain clients.- To achieve budgeted targets in terms of number of clients/volume of business & assets.- To research, investigate and update themselves on available investment- Opportunities/financial market trend to determine whether they fit into clients portfolios.- To understand clients needs & requirements and accordingly position products & services- To coordinate with product and research team for taking investment decision for the clients.- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.- To contact clients periodically and determine if they are satisfied with the service and returns generated.- Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment- To provide various investment performance reports and summaries to the clients.- To build and maintain client bases, along with relevant comments/remarks for future reference.- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information,Criteria :- Preferring candidates from Broking / NBFC Background- 10 years of experience in wealth management- Team Leading experience preferred- Experience handling Ultra HNI, Super HNI & NRI Clients- Extensive knowledge and working experience on wealth products like Arbitrage, PMS, AIF, SIP, Bonds & Structured Products (ref:updazz.com)

Payroll Type : Permanent